Dowling & Yahnke LLC Dimensional ETF Tr U S Core Eq Transaction History
Dowling & Yahnke LLC
- $215 Million
- Q3 2022
A detailed history of Dowling & Yahnke LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Dowling & Yahnke LLC holds 2,260,750 shares of DFAC stock, worth $78.3 Million. This represents 23.41% of its overall portfolio holdings.
Number of Shares
2,260,750
Previous 2,150,050
5.15%
Holding current value
$78.3 Million
Previous $50.1 Million
0.37%
% of portfolio
23.41%
Previous 2.36%
Shares
6 transactions
Others Institutions Holding DFAC
# of Institutions
1,092Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.86 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.81 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.31 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$602 Million0.23% of portfolio